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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$91.8M
3 +$70.4M
4
Goldman Sachs
Goldman Sachs
New York
+$68.8M
5
State Street
State Street
Massachusetts
+$65.9M

Top Sellers

1 -$272M
2 -$142M
3 -$138M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.1M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
651
Meeder Advisory Services
Ohio
$382K
EH
652
Equitable Holdings
New York
$381K
SAW
653
Signal Advisors Wealth
Michigan
$381K
AFP
654
Ausdal Financial Partners
Iowa
$379K
SWP
655
Significant Wealth Partners
Illinois
$377K
SWP
656
Sagespring Wealth Partners
Tennessee
$376K
PFG
657
Putney Financial Group
California
$374K
PNC
658
Park National Corp
Ohio
$373K
AA
659
Aire Advisors
California
$372K
SI
660
Stephens Inc
Arkansas
$372K
DWM
661
Dakota Wealth Management
Florida
$370K
BRWM
662
Blue Rock Wealth Management
North Carolina
$368K
EI
663
Ellevest Inc
New York
$367K
FTWA
664
Fifth Third Wealth Advisors
Ohio
$367K
TFA
665
Teamwork Financial Advisors
Texas
$366K
MMA
666
Miracle Mile Advisors
California
$366K
Koshinski Asset Management
667
Koshinski Asset Management
Illinois
$366K
ACA
668
Atlas Capital Advisors
Wyoming
$365K
GIA
669
Gateway Investment Advisers
Ohio
$363K
MCM
670
Monument Capital Management
Virginia
$363K
SB
671
Simmons Bank
Arkansas
$362K
PWMG
672
Prestige Wealth Management Group
New Jersey
$361K
PAM
673
Panagora Asset Management
Massachusetts
$360K
BHCL
674
Bull Harbor Capital LLC
Maryland
$358K
LRIC
675
Long Road Investment Counsel
Michigan
$357K